March 5, 2024 – Kevin Grogan, CFA, CFP® Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. During presidential election years, a question that often comes…
Tax-related identity theft occurs when someone uses your stolen personal information, including your Social Security number, to file a tax return claiming a fraudulent refund. You may be unaware this has happened until you file your return and discover a return has already been filed using your Social Security number. Alternatively, the IRS may send…
Do you believe your email has been hacked? Have friends and family members been reaching out to you regarding messages you didn’t send? Click below to find out what your next steps should include. Download the Email Compromise Next Steps Here From time-to-time we share third-party articles/information that may be of interest to our…
Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc. If you have been a victim of identity theft, we recommend clicking the link below…
Did you receive a suspicious communication claiming to be from your bank or custodian that contains specific account information? Do you believe your account may have been compromised? Download Your Next Steps for a Bank or Custodian Compromise Here From time-to-time we share third-party articles/information that may be of interest to our clients. These…
Often in the news, we see data breaches at large organizations and reminders of what to do if information was compromised as part of the breach. Click on the link below to download basic cybersecurity tips, as well as some additional tips to help keep your information secure. Download Cybersecurity Tips Here From time-to-time…
May 22, 2023 – Brandon Dingman If you’ve contributed to your company’s retirement plan, you have probably faced the decision of contributing pre-tax dollars or after-tax dollars. Although pre-tax is the traditional option for 401(k) contributions, many plans now offer Roth after-tax contributions as well. When deciding between the two options, it is important to…
April 24, 2023 – Ryan Berning The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk. For many, the vision of a successful retirement is having the freedom to pursue hobbies, travel and spend time with friends and family without…
April 10, 2023 – Becca Craig While you can’t control the student loan cancellation stalemate in the courts, you can take advantage of several student loan programs in 2023. As millions of Americans gear up to resume student loan payments after a three-year hiatus, many are anxiously awaiting the Supreme Court’s ruling on President Biden’s student…
July 5, 2023 – Kevin Grogan, CFA, CFP® With stocks and bonds considerably down in 2022, many investors are questioning if diversification is still a smart investment strategy. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification. From…
February 8, 2023 – Jared Kizer, CFA The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance. In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management….
February 27, 2023 – Shawn Williamson, CPA While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. According to a recent study, a year of tuition, books, supplies and day-to-day living expenses at a…
March 27, 2023 – Alex Kluesner, Investment Strategy Manager It’s a fair question to ask ourselves: Should my portfolio be exposed to foreign companies? The answer is nuanced and investor-specific, but ultimately, yes. Buckingham’s Investment Policy Committee (IPC) believes an allocation in your portfolio to companies outside of the U.S. is beneficial. Let’s look at…
March 13, 2023 – Jared Kizer, CFA The collapse of Silicon Valley Bank has caused many depositors to question the safety of their money. In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the…
January 2, 2023 Erica Bouchard, CFP® January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning. As…
